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FLTW has a high exposure to technology stocks. These technology stocks benefit from many technological megatrends such as AI, cloud computing, AR/VRs, Internet of Things, etc. The fund is trading at an expensive valuation relative to its historical valuation range.
A tech acceleration is propelling Taiwanese stocks higher. Recent data points indicate this rally still has legs. Ultra-low-cost FLTW is an interesting option to play Taiwan here.
Recent events in Taiwan have eased the geopolitical overhang. Taiwan still isn't cheap, but few other Asian countries offer anywhere near the long-term earnings growth and return potential. As the lowest-fee single-country play, FLTW is worth a look for 'picks and shovels' tech exposure.
Taiwanese equities have been a beneficiary of the AI wave this year. But fundamental data indicates a cyclical tech downturn is in full swing. With the market largely ignoring geopolitical tail risks as well, the risk/reward of the Franklin FTSE Taiwan ETF seems unfavorable.
FAQ
- What is FLTW ETF?
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